Private Advisory Group’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Private Advisory Group’s Portfolio LVHD Stock Details LVHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$513K	Buy	11,650 +227	+2%	+$9.76K	0.03%	220
2026 Q1	$486K	Buy	+11,423	New	+$486K	0.03%	202

Other funds holding LVHD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Private Advisory Group's LVHD Position: Q2 2026 in Review

Private Advisory Group increased its Franklin US Low Volatility High Dividend Index ETF (LVHD) stake by 2% in Q2 2026, buying an estimated $9.76K and bringing the position to 11,650 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #220.

Private Advisory Group first reported a position in LVHD in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold LVHD as of Q2 2026.

Private Advisory Group held 11,650 shares of Franklin US Low Volatility High Dividend Index ETF worth $513K as of Q2 2026.
Private Advisory Group bought 227 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $9.76K.
Franklin US Low Volatility High Dividend Index ETF made up 0.03% of Private Advisory Group's portfolio in Q2 2026, its #220 holding.
Private Advisory Group first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q1 2026 and has held it in 2 quarters since.
122 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.